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Cary Street Partners Investment Advisory’s Okta OKTA Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,207
Closed -$98.4K – 1431
2023
Q3 		$98.4K Buy
1,207
+194
+19% +$14.7K 0.01% 709
2023
Q2 		$70.3K Buy
1,013
+1,009
+25,225% +$76.6K ﹤0.01% 733
2023
Q1 		$345 Hold
4
– – ﹤0.01% 1624
2022
Q4 		$273 Buy
+4
New +$228 ﹤0.01% 1647

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's OKTA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Okta (OKTA) in Q4 2023, closing a stake of 1,207 shares — an estimated $98.4K sold.

Cary Street Partners Investment Advisory first reported a position in OKTA in Q4 2022 and held it in 4 quarters. The position peaked at $98.4K in Q3 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,207 Okta shares in Q4 2023, an estimated $98.4K.
  • Cary Street Partners Investment Advisory first reported a position in Okta in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Okta position peaked at $98.4K in Q3 2023.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.